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Provide in-person and virtual financial planning and product advice to participants and beneficiaries, facilitate transactions, educate on retirement and investment options, develop client and institutional relationships, and coordinate with internal partners. Obtain required licenses and maintain regulatory registrations.

Lead a wealth management team to build and maintain client relationships, develop customized investment and financial plans, drive business growth and referrals, ensure compliance, perform investment research, and manage team performance and development.

Provide in-person and virtual financial counseling to participants and beneficiaries on pensions, annuities, mutual funds, IRAs, 529s, 403(b), life insurance and other products; execute transactions, educate clients on tax and investment strategies, grow institutional sponsor relationships, collaborate internally, and obtain required licenses within 120 days. Hybrid role with regional client visits and up to 25% occasional travel.

Manage and grow a wealth management practice for high-net-worth clients by delivering tailored financial strategies, serving as primary financial contact, collaborating with specialists, and proactively expanding client relationships and assets under management.

The Relationship Manager II advises clients on charitable gift planning, ensuring delivery of high-quality services and engagement through educational content and team collaboration.

The Wealth Management Client Relationship Manager oversees relationships with high-net worth clients, leads advisory teams, and ensures effective client services, focusing on financial goals and asset management strategies.

Partner with Wealth Management Advisors to deepen relationships with high-net-worth clients, manage an assigned book, support implementation of financial plans, coordinate asset consolidation, and drive practice growth through referrals. Obtain required licenses and registrations within 120 days and deliver high-quality, client-focused service.

Lead design and delivery of Middle Office applications, partner with IT and business to create roadmaps, migrate on-prem apps to AWS, maintain portal applications, fix bugs and build enhancements, act as technical SME, document workflows, coordinate integration/UAT and deployments, and provide technical estimates.

Handle inbound and outbound outreach to clients at risk of transferring funds, resolve questions, educate on investment options, refer to advisory solutions, facilitate transfers, and promote the organizations products while collaborating with the National Contact Center and internal partners.

Lead design and execution of testing for regulatory processes and internal controls over broker-dealer activities. Identify control gaps, assess regulatory risk, present findings and recommendations, and support cross-functional implementation and communication of policies, procedures, and oversight practices to ensure compliance with regulatory standards.